---
title: "The Portfolio Lifecycle: Stage 3 – In Delivery"
description: In this stage, any projects linked to this portfolio are listed in the In Delivery step. You can also add projects manually within the portfolio by clicking the Add icon, and this will follow the proj
---

[Skip to content](https://support.surepact.com/the-portfolio-lifecycle-stage-3-in-delivery-1#main-content)

English

Show submenu for translations

[Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new?hsLang=en) [Customer portal](https://portal.surepact.com/tickets-view?hsLang=en)

![0224\_Surepact\_Logo-Primary-1.png\]](https://support.surepact.com/hs-fs/hubfs/0224_Surepact_Logo-Primary-1.png?height=43&name=0224_Surepact_Logo-Primary-1.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new)
- [Customer portal](https://portal.surepact.com/tickets-view)
- Visit our website!

 Visit our website!

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en)
2. [Portfolios](https://support.surepact.com/portfolios?hsLang=en)

# The Portfolio Lifecycle: Stage 3 – In Delivery

In this stage, any [projects linked to this portfolio](https://support.surepact.com/managing-records?hsLang=en) are listed in the **In Delivery** step. You can also add projects manually within the portfolio by clicking the **Add** icon, and this will follow the project-from-scratch [project creation workflow](https://support.surepact.com/creating-a-project-1?hsLang=en). 

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8870701735823-2.png)

 

The first step, **In Delivery Closeout**, is considered as complete only when all portfolio projects are complete (closeout or archived). 

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8870658846735-2.png)

 

Double-clicking a project opens its [lifecycle page](https://support.surepact.com/the-project-lifecycle-1?hsLang=en), where you can track and update project progress.

 

To close the portfolio, go to the **In Delivery Closeout** step. Enter a comment, click **Close In Delivery Stage**, and confirm.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8870701747343-2.png)

 

 

You are now ready for [Stage 4 – Review](https://support.surepact.com/the-project-lifecycle-stage-4-review-1?hsLang=en).

 

- [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en)
- [Funding Programs (For Grantmakers)](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#main-content)

    - [Creating & Managing Funding Programs](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#creating-managing-funding-programs)
    - [Application Round(s) Setup](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-rounds-setup)
    - [Application Review, Allocations, Funding Agreements](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-review-allocations-funding-agreements)
    - [Program Delivery and Reporting](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#program-delivery-and-reporting)
- [Funding Opportunities (For Applicants & Recipients)](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#main-content)

    - [Applying for a Funding Opportunity](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#applying-for-a-funding-opportunity)
    - [Tracking & Managing Applications](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#tracking-managing-applications)
- [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en)
- [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en)
- [Portfolios](https://support.surepact.com/portfolios?hsLang=en)
- [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en#main-content)

    - [Project Management](https://support.surepact.com/projects-contracts?hsLang=en#project-management)
    - [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects)
- [Risk, Compliance & Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#main-content)

    - [Risk & Issue Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#risk-issue-management)
    - [Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#asset-management)
- [Administration & System Setup](https://support.surepact.com/administration-system-setup?hsLang=en#main-content)

    - [External Assessors](https://support.surepact.com/administration-system-setup?hsLang=en#external-assessors)
- [Common Processes](https://support.surepact.com/common-processes?hsLang=en)
- [Release Notes & Support](https://support.surepact.com/release-notes-support?hsLang=en#main-content)

    - [What's New in Version 6?](https://support.surepact.com/release-notes-support?hsLang=en#whats-new-in-version-6)
    - [What?! Version 7 Already?](https://support.surepact.com/release-notes-support?hsLang=en#what-version-7-already)
    - [Version 8, let's create!](https://support.surepact.com/release-notes-support?hsLang=en#version-8-lets-create)
- [External Assessor](https://support.surepact.com/external-assessor?hsLang=en)

[![Chill listening crop-3](https://support.surepact.com/hs-fs/hubfs/Logo%20-%20Favicon%2090x90%20(PNG%20Watermark)-1.png?width=35&height=35&name=Logo%20-%20Favicon%2090x90%20(PNG%20Watermark)-1.png "Chill listening crop-3")](https://surepact.com/)

SurePact | Knowledge Base

<https://www.linkedin.com/company/surepact/posts/?feedView=all> <https://www.youtube.com/@surepact>

Copyright © 2026, SurePact Pty Ltd